Mutual Fund and 529 Plan Companies

There are thousands of mutual funds that you can acquire and 529 Plans for most of the 50 states and Washington DC. For information of specific offerings use the Have A Question? section of the Contact page to specify your interest in Mutual Funds and 529 Plans.

Diversification of management is a factor in each client’s program selection(s). Passive management of portfolios typically track broad market returns and volatility with less expense, while active management might produce better results with less volatility.

Mutual funds are offered by Prospectus. 529 Plans are offered by Program Statement. Review the applicable documents before investing.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

This communication is strictly intended for individuals residing in the states of AZ, GA, MD, NC, SC, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.